The Augmented Advisor

Blueleaf
The Augmented Advisor

The Augmented Advisor podcast, presented by Blueleaf, is a monthly show hosted by John Prendergast. The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable. Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

  1. 12/19/2024

    The most amazing lead generation engine in Wealth Management

    The Ultimate Guide to Using YouTube for to growth a wealth management firm with James Shackell 🔥 Welcome to The Augmented Advisor! Today, we chat with James Shackell, a UK-based financial advisor with a thriving YouTube channel boasting almost 180,000 subscribers and 13 million views. James reveals his unique approach to maximizing video views, the three components essential to a successful video, and his innovative funnel that generates over 40 new clients monthly for NovaWealth. We also explore the implications of intellectual property within larger firms and the evolving power dynamics among rising creators. Packed with actionable insights, this episode is a must-watch for any financial advisor looking to leverage content creation for business growth. James even shares his sophisticated lead generation process using VideoAsk, showing how his channel drives substantial client growth. Don't miss out on learning how to transform your financial advisory practice with cutting-edge content strategies! Check out James' channel here: https://www.youtube.com/@JamesShack Links for screen captures: https://www.youtube.com/watch?v=OuDCDp9Z9Y4 https://www.youtube.com/watch?v=nvpkkBZjrH0 Get in Contact with James: go.novawm.com/get-in-touch James' Recommendations: https://www.youtube.com/@creator-booth https://www.youtube.com/@FilmBooth https://www.youtube.com/@rationalreminder https://www.youtube.com/@DOACBehindTheDiary

    1h 6m

  2. 10/24/2024

    The Crucial and Surprisingly Broad Role of Video for Financial Advisors

    Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing.  Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. Learn how to harness the power of video to enhance marketing and client communication.  Discover the importance of authenticity over high production value, the benefits of personalized video messages, and practical tips for getting comfortable on camera. We'll dive into strategies for creating impactful short videos, overcoming compliance concerns, and building stronger client relationships.  This episode is packed with actionable insights and real-world examples, making it a must-watch for financial advisors looking to leverage video marketing effectively.

    51 min

  3. 09/26/2024

    How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts

    Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply with audiences and clients alike. Learn about the one-two punch of YouTube and podcasting, the differences between these media channels, and get actionable advice on leveraging them for your financial advisory business. Don't miss the inspiring journey of how Devin turned his struggles into triumphs!

    1h 2m

  4. 06/06/2024

    Harnessing Short-form Video - Lessons from a Viral Video Marketing Wizard

    Want to learn how to create incredible growth using short-form video? Join John Prendergast and the most followed CFP® on the planet, Nick Meyer, as they dive deep into transformative strategies for mastering short-form video marketing. Nick’s wealth management and personal finance videos have been viewed over 350 million times so he knows how to create reach.  This conversation is packed with actionable advice for anyone aiming to grow their business by growing a following through video.  Nick will share all kinds of tips about what makes a video go viral, how to script, shoot and edit and he walks us through his entire production system. This is one you don’t want to miss. Connect with Nick: https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/ Posts reviewed in video: Tax time post: https://www.youtube.com/shorts/Wf1OxHjDVHc Banker vs fisherman post: https://www.tiktok.com/@nicktalksmoney/video/7345230626913520938 In this engaging talk, John and Nick cover: 1️⃣ How to hook an audience: If you don’t hook them they don’t watch and Nick shows you how. 2️⃣ The key moments: There are a few parts of your video that make all the difference and Nick breaks it all down here. 3️⃣ Engagement strategies: Even in a 30-second video, you have to hold distracted viewers attention. Nick shares his crucial strategies so you can keep them watching. Bonus: Nick shares his full production process and system for managing it all. And it’s the same system he uses with client.s 🔔 Remember to subscribe and hit the bell icon to get notified about our latest content and discover more ways to grow as a content creator.

    1h 6m

  5. 04/25/2024

    Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard

    🔥 Are you looking to revolutionize your LinkedIn presence? Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhance their professional networking and build their business online. Discover the key insights that will change the way you approach LinkedIn! And Mando has grown quickly NOT by talking about LinkedIn itself which is comparatively easy. He's grown by thousands of followers per month talking about investing and taxes. So you know you can do it too. Connect with Mando: https://www.linkedin.com/in/sallavanti/ LinkedIn Posts reviewed in video: Side hustle post: https://www.linkedin.com/posts/sallavanti_my-side-hustles-nearly-ruined-my-career-activity-7175098678364262401-bNdJ Tax post: https://www.linkedin.com/posts/sallavanti_you-complain-about-taxes-every-year-you-activity-7171125355255123969-Mk0h In this engaging talk, John and Mando cover: 1️⃣ Mastering Content Creation: Gain valuable tips on crafting compelling posts that drive engagement and expand your reach. 2️⃣ The Art of Commenting: Unveil the power of strategic commenting and how it can dramatically increase your profile's visibility. 3️⃣ Driving Conversions: Learn how to unlock the power of LinkedIn to drive business and create leads directly from posts and your profile. Whether you're a professional looking to expand your network or a business seeking to leverage LinkedIn for growth, this conversation offers invaluable guidance. Disclaimer: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

    1h 12m

  6. 03/14/2024

    How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year

    Pete Matthew isn’t your typical advisor. He’s cracked the code on two marketing channels. He’s netted almost 7 million video views and 4.5 million podcast downloads. And with over 300 leads per year and growing, his biggest problem is keeping up with the demand he’s created. Oh and the big clients he’s landing are London bankers while he’s from a tiny little town on the coast of England. Pete shares his story of getting started in content and how it’s help him create a thriving business. We get into the details on this one. We pull apart one of his most successful videos and discusss: - Topic generation, - Titles & thumbnails - Critical first 30 seconds - Retention We compare podcasting and video production and how he’s woven it all into his business. We also get a look at Pete in the very beginning so you can see that starting modestly can create big results. Finally, we talk about creating conversions and generating leads from all his content. This episode is jam-packed with insight. I hope you learn a lot. I know I did. Pete's media site: https://meaningfulmoney.tv/ Meaningful Money Youtube: https://www.youtube.com/@MeaningfulMoney Pete's Audio Podcast: https://podcasts.apple.com/us/podcast/the-meaningful-money-personal-finance-podcast/id581790263 Some of Pete's biggest influences mentioned in this episode include: Getting Things Done by David Allen: https://a.co/d/cXr0eI7 Crush It!: Why NOW Is the Time to Cash In on Your Passion by Gary Vaynerchuk: https://a.co/d/7aIGSg0 Pat Flynn: https://patflynn.com/ Michael Hyatt: https://fullfocus.co/about/

    1h 5m

  7. 02/15/2024

    How this financial advisor ACTUALLY makes boring topics viral - a marketing whiz

    If you want to learn financial advisor marketing, you'll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he'll even help you do it. How do you make a boring topic like Tax go viral? How do you build for conversion and not just views? And how do you build a system to simplify making successful content? We talk about these questions and how Nate developed his skill to make it all happen. I've been following Nate for a while now and I really enjoy the variety of his content. But for me what sets Nate apart is his relatability while talking about the boring stuff. Nate breaks down: 1. How he drove 7.1 million views of a single video 2. Built a conversion system to drive leads for his business 3. How he manages all his content creation. Links Tiktok video - https://www.tiktok.com/@natehoskin/video/6937456876342840582 1,000 True Fans - https://kk.org/thetechnium/1000-true-fans/ Notion Template - https://windy-lamp-4ca.notion.site/693ff18e601a4fa4816b69274bffb999?v=5c2a1ea42f95436b94f13446c68b4dc0 N2 - Nates Agency - https://www.n2contentmarketing.com/ The Augmented Advisor The Augmented Advisor is a video podcast about creators to help creators in wealth management. We talk to talent across the globe to help other creators learn, grow, and become more effective. We cover insights from creators across different platforms and media to ensure the best thinking is available no matter where it happens. Media is the biggest opportunity for positive impact available to advisors. We want to help everyone unlock the secrets of the best creators across each platform to make that impact a reality.

    1h 4m

  8. 12/28/2023

    Getting leads by filming a Cooking Show in Barcelona on an iPhone?

    How does a latecomer to financial advice generate leads from her cooking show? That’s the curious case of Shelley Nadel, CFP. She is the founder of Financial Success Strategies and Food and Finance. What makes Shelley so interesting to me is that she’s combined 2 passions, food and finance, into a television-quality show that includes location shoots like Barcelona and Marrakesh Morroco and it’s filmed on an iPhone. So today we’ll talk about how she got started in video and media. And How she got so comfortable on camera. I really enjoyed talking to Shelley. She is a bundle of energy and connects with people like she is your next-door neighbor.  We also talk about How she got the idea for food and finance and How it‘s become the only lead source she needs. She also shares some insight on how any advisor could create a unique media presence of their own. Guest: Shelley Nadel, founder of Financial Success Strategies and Food and Finance Resources Mentioned In This Episode: Find Shelley at: https://www.financialsuccessstrategies.com/ https://www.foodandfinancewithshelley.com/ Linkedin:https://www.linkedin.com/in/shelleynadel/ Youtube:https://www.youtube.com/@shelleynadel964 Facebook: https://www.facebook.com/FSStrategies Examples from Shelley's media journey Live from Morocco https://youtu.be/ii6XdKfTxLc?si=pmvo9nzc92Y1MfND Shot live in Barcelona https://youtu.be/5WAllf-k450?si=GVtnUbdg5DCTPbTS And the Kosher Chicken Pot Pie recipe that started it all. Shelley suggests you substitute fresh green beans and celery and fresh carrots for the frozen stuff and she adds twice the chicken. https://www.thespruceeats.com/kosher-chicken-pot-pie-2121934

    47 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

The Augmented Advisor podcast, presented by Blueleaf, is a monthly show hosted by John Prendergast. The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable. Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

Information

  • Creator
    Blueleaf
  • Years Active
    2021 - 2024
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © Blueleaf Wealth, Inc.
  • Show Website
    The Augmented Advisor

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